CharityTracker
7.8#10 in case management softwareFrom $216 a yearWebAPI
VisitCharityTracker vs Sumac
What both publish
| Fact | CharityTracker | Sumac |
|---|---|---|
| Free plan | No | No |
| Headquarters | Florence, Alabama, United States | Canada and the United States |
| Integrations | The Pro plan lists an API, and the software page describes barcode integration for client IDs and assistance. | The maker lists integrations with QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, Gmail, iATS, Stripe, PayPal, and Moneris (with PayPal and Moneris available in limited capacities). |
| Purpose | CharityTracker is case management software that centralizes client documents and helps organizations track services, outcomes, and reporting. | Sumac is customizable case management software for nonprofits, designed to manage client intake, services, care, and reporting. |
| Reporting | Its reporting and assessment tools help organizations track client progress and report results to funders. | Sumac supports outcome-based reporting on client and program metrics. |
CharityTracker plans
- Basic$20 a month
- Plus$40 a month
- Pro$60 a month
- Basic$216 a year
- Plus$432 a year
- Pro$648 a year
Sumac plans
- Sumac nonprofit case management$179 a month
Pick CharityTracker if…
CharityTracker suits community-serving organizations such as nonprofits, churches, healthcare providers, and human services teams coordinating client support. Its shared agency network may suit groups that exchange referrals and service information.
Pick Sumac if…
It suits human and social-service organizations such as child and family services, shelters, counseling providers, healthcare providers, and community programs. Teams needing case portals, intake forms, outcome reporting, and nonprofit extensions may find it relevant.